Smith, Moore & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $462K | Buy |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $329K | Sell |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $281K | Hold |
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|
2017
Q2 | $300K | Hold |
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|
2017
Q1 | $284K | Buy |
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|
2016
Q4 | $267K | Buy |
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|
2016
Q3 | $294K | Hold |
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|
2016
Q2 | $300K | Buy |
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